Philip A. Garrett Jr. is a Partner and Wealth Advisor with Stratos Wealth Partners. Philip has over 18 years’ experience helping business owners, non-profits, endowments, foundations and high net worth individuals accumulate and preserve wealth. He focuses on understanding a client's unique needs, helping them plan for their future, avoid unnecessary risk and retiring in confidence. He creates personalized strategies to address specific needs, implements tailored strategies and meets regularly to review and monitor progress. He seeks to help clients make well thought out and prudent financial decisions, with confidence. Philip recognizes that if his clients succeed, he succeeds.
He is also a retirement plan specialist. He assists clients with design, implementation, and maintenance of comprehensive 401(k), profit sharing, defined benefit and ESOP plans. Philip helps with ERISA compliance, vendor search, fee benchmarking, and investment due diligence and employee education.
In addition to providing a thorough analysis of a client's situation, he offers fee-based asset management services (through Stratos Wealth Partners), and access to Separately Managed Accounts, ETF’s, mutual funds, alternative investments, and corporate and municipal bonds.
Philip began his financial services career with Prudential Financial in 2001. During his tenure, Mr. Garrett graduated Top Gun in his class and was a member of the Masters Council, the Director’s Club, Prudential Leaders Council; all memberships were based on production and assets under management. He was also ranked as Pruco Securities AUM Leader with the wealth management division of Prudential.
Philip holds FINRA Series 6, 7 and 63 registrations with LPL Financial and 65 registration with Stratos Wealth Partners, Ltd. as well as Louisiana Life Health & Accident and Louisiana Property & Casualty License. He is also certified as an Accredited Investment Fiduciary, AIF.
When not at the office, Mr. Garrett supports several local organizations and charities. He is a Committee Member and works with the Public Operations Team for the Fore!Kids Foundation, which has raised nearly $23 million to provide healthcare and education for over 200,000 children each year. He also supports the Bayou District Foundation, a non-profit dedicated to revitalizing New Orleans in the aftermath of Hurricane Katrina. Mr. Garrett lives in Uptown New Orleans with his wife Courtney who is CFO for Children's Hospital of New Orleans. They have 2 sets of triplets. Sons Jack and Oliver attend the Isidore Newman and daughter Ellie attends the Academy of the Sacred Heart. They welcomed their second set of healthy triplets in 2017, daughters Georgie, Vivienne, and Wells.
Philip A. Garrett Jr. is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.